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Chuck Jaffe: How To Do Spring Cleaning On Your Financial Documents

FYI: A friend of mine recently held a “moving party,” inviting a bunch of friends not to say “bon voyage” but to actually help move her into new digs just one town away.

When the time came to start working, the hostess directed me to start with a big filing cabinet. It was filled with files stuffed with papers, mostly old bills, checks, bank statements and tax returns. As I started to remove the drawers so I could move things more easily, she stopped me and told me she didn’t want to “move one unnecessary scrap of paper,” and she was leaving me to decide what she had to keep and what could be bagged up and taken to a shredder or incinerator.

Still the job was easy, and much less daunting than my friend expected.

Most people keep too much paperwork around because they don’t know what to get rid of and don’t have a plan to trim the excess. That applies not only to papers but to personal information online and on their devic
Regards,
Ted
https://www.seattletimes.com/business/how-to-do-spring-cleaning-on-your-financial-documents/
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